Position in WTRG
as of Mar 31, 2026
· filed May 28, 2026
Position Value
$281,890
+$13,370 QoQ
Shares Held
7,000
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WTRG Over Time
Shares Held
Position Value (USD)
All Filings in WTRG
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $281,890 | 7,000 | Shares | Sole | 2026-05-28 | |
| 2025-12-31 | $268,520 | 7,000 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $239,400 | 6,000 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $222,840 | 6,000 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $237,180 | 6,000 | Shares | Sole | 2025-05-08 | |
| 2023-03-31 | $259,411 | 5,943 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $1,597,427 | 33,468 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $1,126,529 | 27,224 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $1,111,037 | 24,232 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $1,202,270 | 23,514 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $1,161,797 | 21,639 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $991,825 | 21,524 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $1,000,601 | 21,895 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $998,551 | 22,314 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $213,467 | 4,514 | Shares | Sole | 2021-02-16 | |
| 2020-06-30 | $842,645 | 19,949 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $203,133 | 4,991 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||